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Retirement plan

UNITED STATES STEEL CORPORATION PLAN FOR EMPLOYEE PENSION BENEFITS (REVISION OF 2003)

UNITED STATES STEEL CORPORATION AND AFFILIATED COS.EIN 25-1897152Plan #001PY 2015
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600 GRANT STREET, ROOM 2643 - PITTSBURGH, PA 152192800412-433-5332
Other plans on this EIN
4 filings
#003Retirement-$997.5M assets#028Retirement-$840.8M assets#039Retirement-$18.7M assets#029Retirement-$9.8M assets
Prospect flagsHigh retiree %Wind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(412) 433-5332
Plan administrator signer
J. MICHAEL WILLIAMS
Signed 09/22/2016
Plan administrator entity
UNITED STATES STEEL AND CARNEGIE PENSION FUND
EIN 250851750
600 GRANT STREET, ROOM 2687 · PITTSBURGH, PA 152192800
(412) 433-4865
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Summary metrics

Total assets (EOY)
$5685M
+2.5% from 2016
Total participants
61,950
+5.8% from 2016
Average account balance
$0
No prior year
Annual return
-0.17%
-7.81 pp from 2016

Benchmarks

See 181 peers
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort181 peers
Snapshot2015
Participant deferral / active EE
$0
median $77
Employer contribution / active EE
$0
median $7,040
Participation rate
0.0%
median 0.0%
Avg account balance
$0
Admin fee / account holder
$0
Annual return
-0.17%
median -1.02%
Overall peer rank
73rd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$4.25B
Average account balance
Total assets / participants with a balance (line 6g)
$184K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
20,522
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$75.00M
Not enough data
2 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$14K
Not enough data
2 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+9.44%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 10 of 22 by compensation
ProviderService typeCompensation
US STEEL AND CARNEGIE PENSION FUND1+ years
Service code 14 · EIN 25-0851750
Plan Administrator
$23,732,733
CAMPBELL GLOBAL, INC.1+ years
Service code 28 · EIN 06-1570380
Investment Management
$2,180,018
DLJ REAL ESTATE CAPITAL PTNRS, LLC1+ years
Service code 28 · EIN 27-3051867
Investment Management
$580,083
BLACKSTONE REAL ESTATE ADVISORS, LP1+ years
Service code 28 · EIN 20-8081274
Investment Management
$375,125
RESCORE FEEDER, LP1+ years
Service code 65 · EIN 46-5390249
Account Maintenance
$231,251
PERFORMANCE DIRECT INVEST II, LP1+ years
Service code 28 · EIN 20-5608447
Investment Management
$227,989
WEBSTER CAPITAL III, LP1+ years
Service code 28 · EIN 30-0825463
Investment Management
$160,000
CAI PARTNERS & CO. IV, LP1+ years
Service code 51 · EIN 26-3790488
Investment Mgmt Fees
$145,040
RESOLUTION REAL ESTATE ADVISERS LLP1+ years
Service code 52
Indirect Investment Fees
$140,360
ROCKPOINT REAL ESTATE FUND IV G.P.1+ years
Service code 28 · EIN 45-2763279
Investment Management
$130,269

Enrolled actuary

1 attachment
SB

DAVID R. JARRETT

BUCK CONSULTANTS LLC
Enrollment #1404821
11 STANWIX STREET, SUITE 700
PITTSBURGH, PA 15222
(412) 281-2506

Top hat statement on fileNQDC

Filed March 31, 2016 (most recent of 5 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
600 Grant Street
Pittsburgh State: PA Zip Code: 15219
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (7)

  • United States Steel Corporation Executive Management Supplemental Pension Program20 emp
  • United States Steel Corporation Non Tax-Qualified Pension Plan17 emp
  • United States Steel Corporation Supplemental Thrift Program55 emp
  • United States Steel Corporation Supplemental Retirement Account Program68 emp
  • United States Steel Corporation Non Tax-Qualified Retirement Account Program33 emp
  • +2 more

Total covered: 212 employees

Open the filing PDF

Plan features & details

Pension benefit codes1A
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).

Opportunity flags

2 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$23.8M
$3439 / participant
  • Investment mgmt$24M100.0%
% of EOY assets
0.419%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
PRICEWATERHOUSECOOPERS LLP
Auditor EIN
134008324
Audit fees
(not subdivided)
Opinion code
Unqualified